Make invoice review a regular, contained task
Use a weekly Notis schedule to retrieve your Dynamics365 invoices and bring the review into a channel you already check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
Get all invoices action
Why this helps
Invoice checks can become an open-ended task that gets postponed until it feels urgent.
- Sets a predictable time to review invoices.
- Reduces context switching into the CRM for an initial overview.
- Helps keep finance admin visible without constant checking.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Dynamics365 to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Write one instruction asking Notis to retrieve Dynamics365 invoices and summarize the list for a weekly review.
- 4Choose a weekly recurring trigger and a channel for run reports.
- 5Review one run and confirm the overview is useful for your finance routine.
Questions about this workflow
Does this update invoice records?
No. It retrieves invoices for review using the available get-all-invoices action.
Can the summary focus on invoices that need my attention?
Describe the signals you want Notis to highlight in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Dynamics365. A trigger fires from one place; an action lands in another.
Chatforma triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Chatforma and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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